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chiKeka

Alberta Tax Agent

by chiKeka

Import Expense Spreadsheet

import_spreadsheet

Turn your messy expense CSV into structured tax data. Provide column mapping for date, description, amount; the tool handles categories and GST calculations.

Instructions

Import from your own expense tracking spreadsheet (CSV format). Flexible column mapping — tell me which columns hold the date, description, amount, category, and I'll do the rest. Perfect for the messy spreadsheet you've been keeping.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
file_pathYesPath to the CSV file
column_mappingYesMap your spreadsheet columns to the fields I need
has_header_rowNoDoes the first row contain headers?
Behavior2/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

With no annotations, the description must carry the full burden of disclosing behavior. It mentions 'I'll do the rest', suggesting automatic handling, but does not disclose side effects, data validation, error handling, or what happens after import. This is a significant gap for a write operation.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is concise and front-loaded with the core action, followed by a clear explanation of the mapping feature. The final sentence adds contextual flavor without unnecessary verbosity. Every sentence earns its place.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

The tool has a nested parameter schema and no output schema. While the schema is detailed, the description does not mention return values, error conditions, or post-import behavior. Given the complexity of column mapping, the description is adequate but not fully complete.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The schema provides 100% coverage of parameter descriptions, giving a baseline of 3. The description adds value by explaining the high-level intent of column mapping ('tell me which columns hold the date, description, amount, category') and implying that the tool handles optional fields automatically, which goes beyond what the schema explains.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the action ('Import'), the resource ('your own expense tracking spreadsheet'), and the format ('CSV format'). It also mentions the flexible column mapping feature, which distinguishes it from other import tools in the sibling list like import_pdf.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description provides clear context for when to use this tool (when you have a CSV expense spreadsheet, especially one with messy/non-standard columns) and emphasizes flexibility through column mapping. However, it does not explicitly mention alternatives or when not to use it, so it falls slightly short of a perfect score.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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